Business Development Executive (Private Wealth) at Lotus Capital Limited

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
32582
Job Views
95

Job Description



Job Objectives



  • The candidate shall be responsible for growing the company’s Private Wealth business and effectively managing client relationships.


Duties & Responsibilities



  • Grow the company’s private wealth clientele and operations

  • Main focus on high-net-worth individuals and institutional clients

  • Consultative sales and direct marketing

  • Anticipate clients’ needs and proffer adequate solutions

  • Effective relationship management

  • Deliver excellent customer service

  • Co-ordinate value adding events for clientele

  • Lead generation and conversion

  • Prepare accurate and timely periodic reports

  • Perform all activities necessary to achieve set targets

  • Understanding of essential economic indices and implications

  • Facilitate financial intelligence programs for clients and prospects

  • Adhere to the industry code of conduct, regulations, and SEC rules.


Educational Qualification



  • Minimum of a Bachelor's Degree

  • Islamic Finance knowledge would be an added advantage


Experience:



  • A minimum of 8 years of experience building a private wealth portfolio

  • Experience with managing high-net-worth individuals and institutional clients


Key Competency Requirements:



  • Interpersonal skills

  • Wealth Management skills

  • Networking skills

  • Knowledge of the capital market and products

  • Financial intelligence knowledge

  • Communication and presentation skills

  • Report writing skills

  • Negotiation skills

  • Adept at public speaking

  • Organizational and planning skills

  • High standards of ethics and integrity.


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